We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PPP
876
Private Portfolio Partners
New Jersey
$1.45M +$1.39M +3,532 New
Evergreen Capital Management
877
Evergreen Capital Management
Washington
$1.45M -$3.55K -9 -0.3%
WLG
878
Williamson Legacy Group
Indiana
$1.45M +$1.39M +3,529 New
CCA
879
Checchi Capital Advisers
California
$1.45M +$26.4K +67 +2%
EFH
880
Eaton Financial Holdings
Florida
$1.44M -$12.2K -31 -0.9%
TWM
881
Trueblood Wealth Management
Ohio
$1.43M +$1.37M +3,470 New
BZWA
882
Blue Zone Wealth Advisors
California
$1.42M – – –
GL
883
Graypoint LLC
New York
$1.42M +$212K +537 +18%
TPI
884
Trust Point Inc
Wisconsin
$1.41M +$1.36M +3,441 New
MP
885
McDonald Partners
Ohio
$1.4M -$25.2K -64 -2%
PWPS
886
Pinnacle Wealth Planning Services
Ohio
$1.39M +$15.8K +40 +1%
SW
887
SVB Wealth
Massachusetts
$1.39M -$162K -411 -11%
PCG
888
Prosperity Consulting Group
Maryland
$1.38M +$153K +389 +13%
IHT Wealth Management
889
IHT Wealth Management
Illinois
$1.38M +$96.2K +244 +8%
PHK
890
Point72 Hong Kong
Hong Kong
$1.38M +$1.32M +3,350 New
Csenge Advisory Group
891
Csenge Advisory Group
Florida
$1.37M +$97K +246 +8%
ITFISA
892
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.37M +$66.6K +169 +5%
UAML
893
US Asset Management LLC
Pennsylvania
$1.37M +$1.31M +3,330 New
NorthRock Partners
894
NorthRock Partners
Minnesota
$1.36M +$683K +1,731 +109%
LF
895
Lee Financial
Texas
$1.36M -$5.92K -15 -0.5%
TSS
896
Thomas Story & Son
Indiana
$1.35M – – –
CCA
897
Cobblestone Capital Advisors
New York
$1.34M – – –
GFS
898
GYL Financial Synergies
Connecticut
$1.34M +$18.5K +47 +1%
PAM
899
Palisade Asset Management
Minnesota
$1.34M – – –
JWCA
900
J.W. Coons Advisors
Ohio
$1.33M +$61.5K +156 +5%